Category: Investing

It’s About Closing the Gap

Content provided by Rusty Vanneman, CFA – CLS Chief Investment Officer As investment advisors and counselors, our job/mission/calling is to close the gap — the behavior gap. The behavior gap is the reason most investors’ portfolio returns don’t even come close to achieving market returns. Their emotions (such as fear and greed) have them chasing… Continue reading It’s About Closing the Gap

Don’t Confuse Brains With a Bull Market

Content provided by Paula Wieck, CLS Manager of Investment Research/Portfolio Manager I had the opportunity to speak to several advisors last week about their businesses.  A couple of these conversations resonated with me, particularly because this subject has come up frequently. One advisor’s client was contemplating whether or not to relieve him of his services… Continue reading Don’t Confuse Brains With a Bull Market

All In: An East Coast Guy in a Midwest Home

Content provided by Robyn Murray, Freelance Writer Three nights a week, Marc Pfeffer can be found at a poker table. Sometimes at a house, other times at a clubhouse or local firehouse. He plays with people from his neighborhood that he could call friends. But that’s not quite the word for them. “People aren’t friends… Continue reading All In: An East Coast Guy in a Midwest Home

The Risks and Rewards of International Investing

Content provided by Kostya Etus, CLS Associate Portfolio Manager At CLS, we have been focusing a lot on international investing recently. One reason is that we see a significant potential for outperformance within international equities when compared to the domestic U.S. market. This potential stems from many factors, including: Valuations are more attractive in international… Continue reading The Risks and Rewards of International Investing

Trust

Content provided by J.J. Schenkelberg, CFA, CLS Senior Portfolio Manager Trust is a key feature surrounding the financial and investment industry.  Our clients trust their advisors to help safeguard their assets and grow their financial security.  Our advisors trust CLS Investments to carry out the plan they have set forth for their clients and choose… Continue reading Trust

The Greats of Value Investing

Content provided by Sierra Morris-Fuchs, CLS Investment Research Analyst As someone who studies the market on a daily basis, to find securities poised to produce high returns over time, it is important not only to educate on the present, but also the past. Who better to look to for investment lessons than the investment greats?… Continue reading The Greats of Value Investing

Published
Categorized as Investing

Emotional Volatility

Content provided by Grant Engelbart, CFA, CLS Portfolio Manager My father recently asked me about an email he received promoting a “special newsletter.”  You know the kind – “The Dow Will Plummet to 6,000! – subscribe now and save yourself!” These type of doomsayers have always been around, except they become particularly loud at points… Continue reading Emotional Volatility

Bulls, Bonds, and Free Lunches

Content provided by Josh Jenkins Q: About a year ago, analysts predicted the bull market in bonds was over. But today, CLS says it is still intact. What changed? Going into 2014, I think the expectations on Wall Street were definitely for an increase in interest rates moving forward. During 2013, when the Fed began… Continue reading Bulls, Bonds, and Free Lunches